Transferring Investments FAQs

These are the most commonly asked questions about Transferring Investments. 

• What can I transfer to Barclays Stockbrokers?
• What forms do I need to add share certificates to my trading account?
• What forms do I need to transfer an existing trading account with another broker?
• What forms do I need to transfer an existing ISA with another provider?
• Where can I get extra forms ?
• I have an existing ISA with Barclays Stockbrokers - can I transfer in an ISA I hold with another provider?
• How long will it take to transfer my investments to Barclays Stockbrokers?

What can I transfer to Barclays Stockbrokers?

You can transfer investments you hold as share certificates in your own name into a trading account with us, investments you hold in accounts with another broker or ISAs you hold with another provider.

 

What forms do I need to add share certificates to my trading account?

You will need to complete a Stock Lodgement form listing the certificates you want to lodge into your account with us, as well as CREST transfer form for each stock you want to lodge.

If you prefer, we can fill out the CREST transfer form(s) for you – just complete the stock lodgement form and return it to us with your share certificate(s) and we’ll do the rest, However, we will need to return the CREST transfer form(s) for you to sign and send back to us. This will increase the time taken to lodge into our nominee name.

 

Why forms do I need to transfer an existing trading account with another broker?

You will need to complete a ‘Transfer from current broker’ form.

If you hold foreign stocks with another broker you need to complete a Foreign Dealing application form.

If you hold or intend to trade in US securities you must complete a W8 BEN form.

 

 

What forms do I need to transfer an existing ISA with another provider?

You will need to complete an ISA Transfer form.

You may also wish to complete the attached Direct Debit Instruction form which will allow you to pay fees from your chosen bank account, and/or withdraw cash to your chosen bank account.

 

Where can I get extra forms?

Visit our Forms page to download additional copies of any forms.

 

I have an existing ISA with Barclays Stockbrokers - can I transfer in an ISA I hold with another provider?

Yes. You can transfer an ISA into your existing ISA with us. Simply complete the ISA Transfer form, and include your existing Barclays Stockbrokers account number.

 

How long will it take to transfer my investments to Barclays Stockbrokers?

When transferring share certificates into your Barclays Stockbrokers account, it will normally take 10 business days from the receipt of the share certificate(s) and completed CREST transfer forms. For non-CREST stocks, we will need to send additional forms for you to sign. You will not be able to sell these investments until the transfer is complete.

 

When transferring from another broker, it can take between 2 and 3 weeks from the date of acceptance for cash to be received. If you are transferring stock, it can take up to 6-8 weeks from the date of acceptance for the re-registration. You will not be able to sell these investments until the transfer is complete.

 

 

If you have any questions about transferring your investments send us an email or call us on 0845 601 7788.